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Quick Comments/What We’re Reading
May 29, 2024
Today's topics include Rogoff warns central banks must fight political pressures to keep inflation at bay, QT-induced liquidity concerns for the BoE?, more on volatility, poking holes in the idea of diversifying away from the dollar, ARMs still make up roughly a quarter of U.S. mortgages by dollar value, Mag Seven make up 21% of hedge funds' single stock exposure, higher rates hurting private equity, and Blackrock tops Grayscale for biggest bitcoin ETF
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Cartoons
May 29, 2024
Newsclips
Earnings Season Wrap Up: Nvidia Edition
May 28, 2024
Q1 2024 earnings season has concluded with another strong quarter of growth, capped off by another blowout quarter by Nvidia.
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Quick Comments/What We’re Reading
May 28, 2024
Today's topics include rate cuts are perpetually several months away in U.S., inflation's relationship with valuations, interpreting an inverted yield curve, volatility remains low, investment grade outlook, the wealth effect, wealth by generation, and the potential problems posed by T+1 settlement
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Cartoons
May 28, 2024
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Quick Comments/What We’re Reading
May 24, 2024
Today's topics include rising yields, Nvidia is the stock market, the risks of the ECB cutting before the Fed, the problems with diversifying away from western currencies, stretched valuations, demographic headwinds, stock gains boil down to a few days each year, and ETH ETFs approved
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Cartoons
May 24, 2024
Charts of the Week
Household Debt Stands at $17.69 Trillion
May 24, 2024
Household debt in the U.S. stood at $17.69 trillion in the first quarter.
Charts of the Week
Credit Utilization on the Rise
May 24, 2024
Credit utilization remains historically low, but has risen since 2021.
Charts of the Week
Breaking Down Household Debt by Age Group
May 24, 2024
People under 30 and over 70 hold a relatively small amount of debt compared to other age groups.
Charts of the Week
Third Party Collections
May 24, 2024
The average third party collection stood at $1596 in the first quarter.